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Tips, Tricks & Best Practices

Pesquise soluções em Tips, Tricks & Best Practices ou faça uma pergunta

elisestieren on Junho 09, 2023

Automation - Associating Contacts with Companies

Hi there, We have the automation setting that associate contacts with companies turned off. Our CRM is salesforce and at present we do not want Hubspot to create new account records. The only contacts asscociating with companies are salesforce Leia mais

Responder Companies Contacts Enterprise

0 avaliações positivas

1 Respostas

Ben_M

Conselheiro(a) de destaque

Junho 09, 2023 18:55

Not with Hubspot. Once you make that connection with Salesforce you should be looking on that end to do the association as that will link up in Hubsp...Leia mais

Maid2Match on Junho 05, 2023

Maid2Match Spam Emails

Hi, One of our inboxes for Maid2Match kept marking relevant emails received from our own email address as SPAM. I have tried to add this to the allow list but I kept getting an error that it cannot be added. Is there a way to fix this?

Responder Connected Email

0 avaliações positivas

1 Respostas

TomM2

Top colaborador(a) | Parceiro

Junho 06, 2023 07:32

Hey @Maid2Match there can be a multitude of reasons why an email is going to a spam folder. The first step in HubSpot though is to ensure you have ...Leia mais

Solucionado

LBennett7 on Junho 02, 2023

Unenroll from a workflow when enrolled into sequence

Hi, looking for some advice! We've recently encountered a problem where some contacts were emailed more than we would like because they were included in both a marketing workflow and a sales sequence. i.e. marketing ran a campaign to promote a w Leia mais

Responder Professional

0 avaliações positivas

4 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Junho 02, 2023 05:05

Hi @LBennett7 , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. ...Leia mais

kateflynn on Junho 01, 2023

New Report: Defining the Future of Marketing in EMEA

Decoding the Challenges and Opportunities Faced By Marketing Decision Makers. ➡️ Download the report now In today's rapidly evolving digital landscape, marketing decision-makers in EMEA face an array of complex challenges and un Leia mais

Responder best practices Campaigns Free Marketing Reports

3 avaliações positivas

1 Respostas

kvlschaefer

Gerente da Comunidade

Junho 02, 2023 08:12

I'm excited to read this report! Thanks for sharing, @kateflynn 🙂

PBaxter on Maio 31, 2023

Trapping email changes on a marketing campaign when form filled

Hi, Anyone know how to trap this: - an email is sent to a known recipient - that recipient shares the email with a colleague - that colleague uses that email which directs to one of our forms and fills in new contact details - the details Leia mais

Responder Enterprise

0 avaliações positivas

4 Respostas

PBaxter

Participante

Junho 06, 2023 04:39

Hi Karsten, Thanks for the reply. I'm pretty sure we tried something along those lines but encountered some other downsides (IIRC some of the dat...Leia mais

Solucionado

SIon1 on Maio 31, 2023

Task assignment doesn't work

Dear all, I am having some trouble with the task assignment function in a workflow. In fact, as you can see from the screenshot there is the filling of the form that should trigger the task assignment and the specific person will be notified whe Leia mais

Responder Professional

0 avaliações positivas

11 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Maio 31, 2023 07:04

Hi @SIon1 , There isn't any automation that marks tasks as completed – another user must have (accidentally) completed this task. And no...Leia mais

smartius on Maio 30, 2023

Newletter Form Best Practices

Hi all, I am getting started with HubSpot. I'd love to setup a new active list with contacts signed up through a simple newsletter box. I'd love to implement the following flow: -> User submits their email on our website which will be sav Leia mais

Responder best practices Contacts CRM Forms GDPR Landing Pages Marketing Email Professional

0 avaliações positivas

1 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Maio 30, 2023 15:37

Hi @smartius , If the contact uses the same email address in both forms, HubSpot will automatically update the contact record in the backgroun...Leia mais

KaKaRoT on Maio 30, 2023

Chat Bot for Lead Capture

Hello, I want to create a chatbot and need to make it live on the website (hosted on WordPress) & on landing pages (HubSpot Professional). In the chatbot, I want to capture a few details from the visitor such as name, email, contact numb Leia mais

Responder best practices Chat Conversations Professional

0 avaliações positivas

1 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Maio 30, 2023 05:23

Hi @KaKaRoT , You can find step-by-step instructions for how to do that here: https://knowledge.hubspot.com/chatflows/create-a-bot Ple...Leia mais

JRobertshaw7 on Maio 29, 2023

Automated Email Triggered off Form Submission

Hi, Our client has a team that sends out adhoc messages to a pre determined list, this team is not a marketing team and has no need to have hubspot access. Nor do they have the skill set or time to be building out marketing emails. We are lookin Leia mais

Responder Enterprise

0 avaliações positivas

1 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Maio 30, 2023 00:25

Hi @JRobertshaw7 , Interesting use case – have you considered inviting these users into HubSpot and using the email approval feature? https:/...Leia mais

kateflynn on Maio 25, 2023

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June 6, 2023 | 2:00 - 3:00 PM (BST) | 9:00 - 10:00 AM (ET) ➡️ Register now How to use HubSpot's Advanced Marketing Reporting tools to leverage growth and demonstrate the value of your marketing strategies. Leia mais

Responder best practices Free How-To Marketing Marketplace Webinar

4 avaliações positivas

0 Respostas

KYesweker on Maio 24, 2023

Conversion process for existing contact submiting a new hubspot form

We use Salesforce & hubspot by-directional sync. We have multiple Hubspot landing pages and web forms we use to capture leads. When a new person fills in the form, a new lead is created in Salesforce which works great but when an existing cont Leia mais

Responder Professional

1 avaliações positivas

3 Respostas

OPerek-Clark

Top colaborador(a) | Parceiro Elite

Maio 24, 2023 10:58

@KYesweker Good question! @TomM2 and @jolle both ask great questions and offer helpful recommendations – I recommend checking those out! ...Leia mais

ss522 on Maio 24, 2023

About features by plan

Hello I am a beginner・ I would like to ask you two questions. We are currently considering the introduction of HubSpot/Marketing Hub's "Starter plan". 1.Can Marketing Hub manage leads (contacts)? Will the CRM function be a separate plan? 2.Is Leia mais

Responder Starter

0 avaliações positivas

2 Respostas

JulieMM

Membro | Parceiro Elite

Maio 24, 2023 11:12

Hi - the HubSpot CRM is included in all the plans. You get an unlimited number of contacts but a limited number of marketing contacts (people you ca...Leia mais

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